Oversee team development, performance metrics, and operational workflows
Ensure timely case resolution, optimized workload distribution, and continuous improvement
Analyze data, identify process efficiencies, and communicate trends to leadership
Directly supervise a team of Customer Success professionals, including onboarding, training, performance management, and professional development
Delegate tasks effectively, monitor progress, and ensure accountability
Provide coaching, feedback, and performance reviews to direct reports
Ensure accurate and timely completion of Salesforce queue assignments and case documentation
Cultivate a collaborative and high-performing team culture
Triage customer and product escalation issues
Requirements
2+ years of project management or customer/account success or support experience
Bachelor’s degree in Business, Communications, Information Systems, or a related field preferred
Equivalent experience may be considered in lieu of a degree
Prior experience with CRM tools (e.g. Salesforce) and Microsoft Excel highly preferred
Salesforce proficiency
Strong Excel skills for data analysis, tracking metrics, and identifying trends
Ability to monitor case response/resolution metrics and ensure accurate data entry and status tracking
Capable of training team members on product subject matter and platform usage
Familiarity with operational and procedural documentation best practices
Aptitude for applying new knowledge, technologies, and procedures to evolving job requirements
Benefits
Generous, well-rounded benefits such as Medical, Vision, Dental, Life, Disability, Critical Illness, Accident, FSA, HSA, ID Protection, Pet and Legal Insurance
401K match up to 5%
12 weeks of paid parental leave
Tuition reimbursement program
4 weeks’ vacation, 12 sick days, 11 company holidays, and 3 personal days
Flexible work schedules and remote capabilities
Opportunities for fitness challenges and rewards
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.